To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -0.61% | 0.79 | 12.37% | 58.97% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| First Global The India Super 50 | 3.7% | 3.5% | 0.3% | 2.4% | 10.0% | 25.2% | 23.0% | ||
| NSE 500 | 4.5% | 1.9% | -1.3% | 3.0% | 11.3% | 24.5% | 14.9% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| First Global The India Super 50 | Multi Cap | Ms. Devina Mehra | 11 February 2020 | 3Y 3M | 227.7 | NSE 500 | 23.0% | 65 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.12% | -1.15% | 58.97% | -2.27% | 0.80 | 12.37% | -0.53 | 9.53% | 0.66 | 51.28 % |
| Nifty 500 | -1.11% | 0.5% | -0.61% | 0.79 | 8.91% | 0.65 | 48.72 % | |||
| Nifty Midcap 100 | -7.24% | 3.21% | -4.03% | 0.67 | 4.42% | 0.27 | 46.15 % | |||
| Nifty Smallcap 100 | 1.56% | 9.38% | 10.94% | 0.62 | 9.69% | 0.48 | 43.59 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| NIPPON INDIA ETF BANK BEES | 11.63 |
| State Bank of India | 4.97 |
| ICICI Bank Ltd | 4.44 |
| Infosys Ltd | 3.18 |
| ITC Ltd | 2.97 |
| Top 5 Equity Holdings | 27.19 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 23.00 |
| Financials | 22.00 |
| Materials | 11.00 |
| Information Technology | 11.00 |
| Consumer Discretionary | 10.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 52.5 |
| Mid Cap | 28.2 |
| Small Cap | 17.7 |
| Cash | 1.6 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of First Global PMS
Which is the best company through which an investor can invest in First Global India Super 50 Portfolio – (IS50)?
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Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 23.
